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Like an MRI machine for a doctor, the Low Fee Alternative report allows an advisor to diagnose problems within a plan. For example, it can identify closet index funds in a plan that is paying...

Daniel Satchkov

18 Apr 2018

8 Mistakes Advisors Can Make When Approaching a Retirement Plan

1. Not enough research. Many advisors automatically assume that financial planning expertise will translate into plan success. You need to actually learn the space and study governance best practices plus lingo to have any chance. 2....

Daniel Satchkov

18 Apr 2018

How to Distinguish Yourself from the Competition as a Plan Advisor

Most of the advisors may do very little to distinguish themselves from the competition. By making yourself stand out from the crowd, you stand a far better chance of winning the business. This can be...

Daniel Satchkov

18 Apr 2018

A Must Have Checklist for Retirement Plan Advisors before an Important Meeting or Call

Not preparing before a meeting or phone call can be a major mistake for Retirement Plan Advisors. Research is a key. Go online to review the company website, LinkedIn profile, Facebook page and google for...

Daniel Satchkov

17 Apr 2018

Reasons Why Retirement Plan Advisors and Providers Need to Work Together

An article from Investment News discussed the need for Retirement Plan Advisors to change their approach and the way they work with providers. The article goes on to list several reasons why this is necessary;...